We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF
IWX

218 hedge funds and large institutions have $3.34B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

33% more capital invested

Capital invested by funds: $2.52B → $3.34B (+$823M)

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

17% more funds holding

Funds holding: 186 → 218 (+32)

1.66% less ownership

Funds ownership: 109.73% → 108.07% (-1.7%)

Holders
218
Holders Change
+32
Holders Change %
+17.2%
% of All Funds
2.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
53
Increased
73
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$332M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$103M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$68.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$45.6M
5
OPS
Orion Portfolio Solutions
Nebraska
+$45.6M

Top Sellers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
-$56.7M
2
AWM
AE Wealth Management
Kansas
-$4.7M
3
CAM
Concorde Asset Management
Michigan
-$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.07M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Continuum Advisory
Idaho
$292K +$35.3K +429 +14%
Stifel Financial
152
Stifel Financial
Missouri
$273K +$273K +3,323 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$269K -$22.3K -271 -8%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$265K -$3.29K -40 -1%
ACA
155
Anchor Capital Advisors
Massachusetts
$265K – – –
SPC
156
Sigma Planning Corp
Michigan
$262K +$263K +3,194 New
WIA
157
World Investment Advisors
California
$259K +$259K +3,153 New
SWP
158
Sagespring Wealth Partners
Tennessee
$258K – – –
DT
159
Diversified Trust
Tennessee
$258K – – –
Creative Planning
160
Creative Planning
Kansas
$256K +$257K +3,120 New
FAIM
161
Financial Advocates Investment Management
Washington
$248K +$249K +3,023 New
KPWG
162
KFA Private Wealth Group
Virginia
$248K +$248K +3,019 New
TC
163
TownSquare Capital
Utah
$243K +$20.8K +253 +9%
MOS
164
MGO One Seven
Ohio
$235K +$235K +2,854 New
LIA
165
LifePlan Investment Advisors
North Carolina
$234K -$7.57K -92 -3%
Cerity Partners
166
Cerity Partners
New York
$217K – – –
CT
167
Colonial Trust
South Carolina
$216K – – –
VCM
168
Virtue Capital Management
Tennessee
$216K +$216K +2,622 New
LSA
169
Lion Street Advisors
Texas
$214K +$214K +2,607 New
MAV
170
Mason & Associates (Virginia)
Virginia
$209K – – –
AWA
171
Alta Wealth Advisors
Massachusetts
$208K -$38.2K -464 -15%
Financial Engines Advisors
172
Financial Engines Advisors
California
$207K +$208K +2,525 New
PFG
173
Pacific Financial Group
Washington
$202K -$20.6K -250 -9%
GM
174
GeoWealth Management
Illinois
$172K +$16.4K +199 +10%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$160K -$125K -1,525 -44%
5 6
7
8 9

IWX Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2025, worth a combined $3.34B — up 33% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IWX positions and 18 closed out — a net gain of 35 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $332M. The largest seller was SVB Wealth, exiting entirely with an estimated $56.7M sold.

  • 218 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2025, up from 186 in Q4 2024.
  • Funds reported $3.34B of iShares Russell Top 200 Value ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 53 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2025 and 18 closed out, a net change of +35 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $332M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q1 2025 was SVB Wealth, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2025.